Elevate Wealth Advisory, Inc Ishares Tr Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q2 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Tr stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,217 shares of ITA stock, worth $464,572. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,217
Previous 1,805 22.83%
Holding current value
$464,572
Previous $276 Million 51.34%
% of portfolio
0.3%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$135.31 - $188.64 $55,747 - $77,719
412 Added 22.83%
2,217 $418 Million
Q1 2025

May 14, 2025
BUY
$144.84 - $159.5 $188,147 - $207,190
1,299 Added 256.72%
1,805 $276 Million
Q2 2024

Aug 12, 2024
SELL
$127.05 - $137.39 $40,274 - $43,552
-317 Reduced 38.52%
506 $66.8 Million
Q1 2024

May 02, 2024
BUY
$119.3 - $131.93 $98,183 - $108,578
823 New
823 $109 Million

Others Institutions Holding ITA

# of Institutions
835
Shares Held
20M
Call Options Held
1.04M
Put Options Held
416K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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